Cleaned up and commonified the campaign efficiency and lead owner efficiency report
This commit is contained in:
Nabin Hait
parent
28dad095fa
commit
020dedd00e
@ -4,67 +4,86 @@
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.utils import flt,cstr
|
||||
from erpnext.accounts.report.financial_statements import get_period_list
|
||||
|
||||
def execute(filters=None):
|
||||
columns, data = [], []
|
||||
columns=get_columns()
|
||||
data=get_lead_data(filters)
|
||||
data=get_lead_data(filters, "Campaign Name")
|
||||
return columns, data
|
||||
|
||||
def get_columns():
|
||||
columns = [_("Campaign Name") + ":data:130", _("Lead Count") + ":Int:80",
|
||||
_("Opp Count") + ":Int:80",
|
||||
_("Quot Count") + ":Int:80", _("Order Count") + ":Int:100",
|
||||
_("Order Value") + ":Float:100",_("Opp/Lead %") + ":Float:100",
|
||||
_("Quot/Lead %") + ":Float:100",_("Order/Quot %") + ":Float:100"
|
||||
return [
|
||||
_("Campaign Name") + ":data:130",
|
||||
_("Lead Count") + ":Int:80",
|
||||
_("Opp Count") + ":Int:80",
|
||||
_("Quot Count") + ":Int:80",
|
||||
_("Order Count") + ":Int:100",
|
||||
_("Order Value") + ":Float:100",
|
||||
_("Opp/Lead %") + ":Float:100",
|
||||
_("Quot/Lead %") + ":Float:100",
|
||||
_("Order/Quot %") + ":Float:100"
|
||||
]
|
||||
return columns
|
||||
|
||||
def get_lead_data(filters):
|
||||
|
||||
def get_lead_data(filters, based_on):
|
||||
based_on_field = frappe.scrub(based_on)
|
||||
conditions = get_filter_conditions(filters)
|
||||
|
||||
lead_details = frappe.db.sql("""
|
||||
select {based_on_field}, name
|
||||
from `tabLead`
|
||||
where {based_on_field} is not null and {based_on_field} != '' {conditions}
|
||||
""".format(based_on_field=based_on_field, conditions=conditions), filters, as_dict=1)
|
||||
|
||||
lead_map = frappe._dict()
|
||||
for d in lead_details:
|
||||
lead_map.setdefault(d.get(based_on_field), []).append(d.name)
|
||||
|
||||
data = []
|
||||
for based_on_value, leads in lead_map.items():
|
||||
row = {
|
||||
based_on: based_on_value,
|
||||
"Lead Count": len(leads)
|
||||
}
|
||||
row["Quot Count"]= get_lead_quotation_count(leads)
|
||||
row["Opp Count"] = get_lead_opp_count(leads)
|
||||
row["Order Count"] = get_quotation_ordered_count(leads)
|
||||
row["Order Value"] = get_order_amount(leads)
|
||||
|
||||
row["Opp/Lead %"] = row["Opp Count"] / row["Lead Count"] * 100
|
||||
row["Quot/Lead %"] = row["Quot Count"] / row["Lead Count"] * 100
|
||||
|
||||
row["Order/Quot %"] = row["Order Count"] / (row["Quot Count"] or 1) * 100
|
||||
|
||||
data.append(row)
|
||||
|
||||
return data
|
||||
|
||||
def get_filter_conditions(filters):
|
||||
conditions=""
|
||||
if filters.from_date:
|
||||
conditions += " and date(creation) >= %(from_date)s"
|
||||
if filters.to_date:
|
||||
conditions += " and date(creation) <= %(to_date)s"
|
||||
data = frappe.db.sql("""select campaign_name as "Campaign Name", count(name) as "Lead Count" from `tabLead`
|
||||
where 1 = 1 %s group by campaign_name""" % (conditions,),filters, as_dict=1)
|
||||
dl=list(data)
|
||||
for row in dl:
|
||||
is_quot_count_zero = False
|
||||
row["Quot Count"]= get_lead_quotation_count(row["Campaign Name"])
|
||||
row["Opp Count"] = get_lead_opp_count(row["Campaign Name"])
|
||||
row["Order Count"] = get_quotation_ordered_count(row["Campaign Name"])
|
||||
row["Order Value"] = get_order_amount(row["Campaign Name"])
|
||||
row["Opp/Lead %"] = row["Opp Count"] / row["Lead Count"] * 100
|
||||
row["Quot/Lead %"] = row["Quot Count"] / row["Lead Count"] * 100
|
||||
#Handle div by zero and reset count to zero
|
||||
if row["Quot Count"] == 0:
|
||||
row["Quot Count"] = 1
|
||||
is_quot_count_zero = True
|
||||
row["Order/Quot %"] = row["Order Count"] / row["Quot Count"] * 100
|
||||
if is_quot_count_zero == True:
|
||||
row["Quot Count"] = 0
|
||||
return dl
|
||||
|
||||
def get_lead_quotation_count(campaign):
|
||||
quotation_count = frappe.db.sql("""select count(name) from `tabQuotation`
|
||||
where lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
|
||||
return flt(quotation_count[0][0]) if quotation_count else 0
|
||||
return conditions
|
||||
|
||||
def get_lead_opp_count(campaign):
|
||||
opportunity_count = frappe.db.sql("""select count(name) from `tabOpportunity`
|
||||
where lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
|
||||
return flt(opportunity_count[0][0]) if opportunity_count else 0
|
||||
def get_lead_quotation_count(leads):
|
||||
return frappe.db.sql("""select count(name) from `tabQuotation`
|
||||
where lead in (%s)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]
|
||||
|
||||
def get_quotation_ordered_count(campaign):
|
||||
quotation_ordered_count = frappe.db.sql("""select count(name) from `tabQuotation` where status = 'Ordered'
|
||||
and lead in (select name from `tabLead` where campaign_name = %s)""",campaign)
|
||||
return flt(quotation_ordered_count[0][0]) if quotation_ordered_count else 0
|
||||
def get_lead_opp_count(leads):
|
||||
return frappe.db.sql("""select count(name) from `tabOpportunity`
|
||||
where lead in (%s)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]
|
||||
|
||||
def get_order_amount(campaign):
|
||||
ordered_count_amount = frappe.db.sql("""select sum(base_net_amount) from `tabSales Order Item`
|
||||
where prevdoc_docname in (select name from `tabQuotation` where status = 'Ordered' and
|
||||
lead in (select name from `tabLead` where campaign_name = %s))""",campaign)
|
||||
return flt(ordered_count_amount[0][0]) if ordered_count_amount else 0
|
||||
def get_quotation_ordered_count(leads):
|
||||
return frappe.db.sql("""select count(name)
|
||||
from `tabQuotation` where status = 'Ordered'
|
||||
and lead in (%s)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]
|
||||
|
||||
def get_order_amount(leads):
|
||||
return frappe.db.sql("""select sum(base_net_amount)
|
||||
from `tabSales Order Item`
|
||||
where prevdoc_docname in (
|
||||
select name from `tabQuotation` where status = 'Ordered'
|
||||
and lead in (%s)
|
||||
)""" % ', '.join(["%s"]*len(leads)), tuple(leads))[0][0]
|
||||
@ -4,69 +4,23 @@
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
from frappe import _
|
||||
from frappe.utils import flt,cstr
|
||||
from erpnext.accounts.report.financial_statements import get_period_list
|
||||
from erpnext.crm.report.campaign_efficiency.campaign_efficiency import get_lead_data
|
||||
|
||||
def execute(filters=None):
|
||||
columns, data = [], []
|
||||
columns=get_columns()
|
||||
data=get_lead_data(filters)
|
||||
data=get_lead_data(filters, "Lead Owner")
|
||||
return columns, data
|
||||
|
||||
def get_columns():
|
||||
columns = [_("Lead Owner") + ":data:130", _("Lead Count") + ":Int:80",
|
||||
_("Opp Count") + ":Int:80",
|
||||
_("Quot Count") + ":Int:80", _("Order Count") + ":Int:100",
|
||||
_("Order Value") + ":Float:100",_("Opp/Lead %") + ":Float:100",
|
||||
_("Quot/Lead %") + ":Float:100",_("Order/Quot %") + ":Float:100"
|
||||
]
|
||||
return columns
|
||||
|
||||
def get_lead_data(filters):
|
||||
conditions=""
|
||||
if filters.from_date:
|
||||
conditions += " and date(creation) >= %(from_date)s"
|
||||
if filters.to_date:
|
||||
conditions += " and date(creation) <= %(to_date)s"
|
||||
data = frappe.db.sql("""select lead_owner as "Lead Owner", count(name) as "Lead Count"
|
||||
from `tabLead` where 1 = 1 %s group by lead_owner""" % (conditions,),filters, as_dict=1)
|
||||
dl=list(data)
|
||||
for row in dl:
|
||||
is_quot_count_zero = False
|
||||
row["Quot Count"]= get_lead_quotation_count(row["Lead Owner"])
|
||||
row["Opp Count"] = get_lead_opp_count(row["Lead Owner"])
|
||||
row["Order Count"] = get_quotation_ordered_count(row["Lead Owner"])
|
||||
row["Order Value"] = get_order_amount(row["Lead Owner"])
|
||||
row["Opp/Lead %"] = row["Opp Count"] / row["Lead Count"] * 100
|
||||
row["Quot/Lead %"] = row["Quot Count"] / row["Lead Count"] * 100
|
||||
#Handle div by zero and reset count to zero
|
||||
if row["Quot Count"] == 0:
|
||||
row["Quot Count"] = 1
|
||||
is_quot_count_zero = True
|
||||
row["Order/Quot %"] = row["Order Count"] / row["Quot Count"] * 100
|
||||
if is_quot_count_zero == True:
|
||||
row["Quot Count"] = 0
|
||||
return dl
|
||||
|
||||
def get_lead_quotation_count(leadowner):
|
||||
quotation_count = frappe.db.sql("""select count(name) from `tabQuotation`
|
||||
where lead in (select name from `tabLead` where lead_owner = %s)""",leadowner)
|
||||
return flt(quotation_count[0][0]) if quotation_count else 0
|
||||
|
||||
def get_lead_opp_count(leadowner):
|
||||
opportunity_count = frappe.db.sql("""select count(name) from `tabOpportunity`
|
||||
where lead in (select name from `tabLead` where lead_owner = %s)""",leadowner)
|
||||
return flt(opportunity_count[0][0]) if opportunity_count else 0
|
||||
|
||||
def get_quotation_ordered_count(leadowner):
|
||||
quotation_ordered_count = frappe.db.sql("""select count(name) from `tabQuotation`
|
||||
where status = 'Ordered' and lead in
|
||||
(select name from `tabLead` where lead_owner = %s)""",leadowner)
|
||||
return flt(quotation_ordered_count[0][0]) if quotation_ordered_count else 0
|
||||
|
||||
def get_order_amount(leadowner):
|
||||
ordered_count_amount = frappe.db.sql("""select sum(base_net_amount) from `tabSales Order Item`
|
||||
where prevdoc_docname in (select name from `tabQuotation`
|
||||
where status = 'Ordered' and lead in
|
||||
(select name from `tabLead` where lead_owner = %s))""",leadowner)
|
||||
return flt(ordered_count_amount[0][0]) if ordered_count_amount else 0
|
||||
return [
|
||||
_("Lead Owner") + ":Data:130",
|
||||
_("Lead Count") + ":Int:80",
|
||||
_("Opp Count") + ":Int:80",
|
||||
_("Quot Count") + ":Int:80",
|
||||
_("Order Count") + ":Int:100",
|
||||
_("Order Value") + ":Float:100",
|
||||
_("Opp/Lead %") + ":Float:100",
|
||||
_("Quot/Lead %") + ":Float:100",
|
||||
_("Order/Quot %") + ":Float:100"
|
||||
]
|
||||
Loading…
Reference in New Issue
Block a user